Iván Watanabe is a Managing Partner at Opus Private Client, LLC in New York, where he has been leading with purpose and passion since 2018. Known for his relationship-driven, educational approach to financial advising, Iván specializes in working with physicians, technology and financial services executives, and entrepreneurs. However, what he values most is working with clients from all walks of life — especially ones who are ambitious, open-minded, and wish to create a better life for themselves and their loved ones.
An award-winning financial professional, Iván is widely recognized for his excellence and impact. He is a Forbes Best-In-State (New York) Top Financial Security Professional for three consecutive years (2023–2025), and a 4-time Five Star Wealth Manager Award recipient (2022–2025)1. His leadership and commitment to community have also earned him a place on El Mundo Magazine’s Latino 30 Under 30 (2016) and the HCAA Young Alumni Leadership Award (2018)2, honoring his advocacy for underrepresented students at his alma mater, College of the Holy Cross.
Iván’s client-first philosophy is rooted in financial education. He is dedicated to helping clients understand how finance works, make informed decisions with clarity and confidence, and build long-term strategies that align with their personal values and goals. His holistic process helps clients organize and optimize their financial lives — so they can grow their wealth without sacrificing their future or legacy.
A true ally to his clients, Iván serves as their primary point of contact for all things financial — from investment planning and regulatory changes to navigating major life events. His mission is simple: to help each client grow their wealth in ways that matter most to them.
Outside of work, Iván finds joy in family life with his wife and their two children. He’s an avid fitness enthusiast who competed in the HYROX fitness race in NYC in 2025, enjoys golfing, and cheers passionately for his favorite teams — the Boston Celtics, Boston Red Sox, and Miami Dolphins — alongside his family. Committed to giving back, Iván proudly serves on the Boards of Directors for both Brooks School and the College of the Holy Cross, helping shape the next generation of leaders.
1This Forbes & Five Star Awards are not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals Best-In-State is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining these awards or ratings; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. The annual Five Star Wealth Manager award is based on criteria developed and obtained by Five Star Professional. Past performance is not an indication of future results. 2These awards are not issued or endorsed by Guardian or its subsidiaries.
Iván is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. OPUS PRIVATE CLIENT LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License # 0H44206, AR Insurance License #11002864. 8287146.1, Exp 8/2027